+67.8%
ZETA vs ITUB
+30.8%
+37.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.8% |
| 7D | +2.7% | +8.7% | -6.1% | +0.1% |
| 30D | +15.8% | -0.7% | +16.5% | +16.0% |
| 3M | +35.4% | +7.8% | +27.6% | +30.2% |
| 6M | +67.1% | -3.4% | +70.5% | +67.1% |
| YTD | +54.1% | +16.3% | +37.8% | +42.7% |
| 1Y | +67.8% | +29.8% | +38.0% | +39.5% |
| All | +67.8% | +30.8% | +37.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ITUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling